Non-Traded REITs

Non-Traded REIT Lawyers

Published on: June 29, 2025 | by Shepherd Smith Edwards & Kantas, LLP

For Moody National REIT II Investors, Suing Their Broker-Dealer May Be the Best Chance For Financial Recovery. Our Non-Traded REIT Lawyers Are Here To Help

Shepherd Smith Edwards and Kantas Non-Traded REIT Lawyers (investorlawyers.com) are representing those who suffered significant losses in Moody National REIT II. This non-traded real estate investment trust (non-traded REIT) never fully recovered after its value dropped during the COVID-19 pandemic. Now, Moody National REIT II investors are continuing to pay the price.

What Happened To This Non-Traded REIT?

REIT Fraud Attorneys

Published on: April 16, 2025 | by Shepherd Smith Edwards & Kantas, LLP

Florida Investor Sues J Alden Associates Over RAD Diversified Losses. Our Non-Traded REIT Fraud Attorneys Are Representing This Claimant In Her Six-Figure Lawsuit

Shepherd Smith Edwards and Kantas REIT Fraud Attorneys (investorlawyers.com) are representing an investor who is seeking up to $500K in damages from broker-dealer J Alden Associates. This claimant is an older novice investor and a soon-to-be retiree with health issues. We believe that her J Alden broker Nathan Daniel Goad unsuitably recommended too risky products, including RAD Diversified and Key Capital while overconcentrating her portfolio. Goad is also a Florida investment adviser with the Alden Investment Group.

In her FINRA lawsuit, our client is alleging unsuitable investment recommendations, misrepresentations and omissions, failure to supervise, excessive concentration, negligence, gross negligence, breach of contract, and more. She contends that she made it clear about not wanting to take on any undue risk and needed safety. Meanwhile, her J Alden broker purportedly told her the accounts would be structured prudently to satisfy her investment goals. Instead, her money ended up in risky, unproven, illiquid investments that tied up the majority of her assets. These were investments that paid high commissions to this financial advisor.

Non-Traded REIT Loss Attorneys

Published on: April 2, 2025 | by Shepherd Smith Edwards & Kantas, LLP

Are You An Investor Who Suffered Losses In Cantor Fitzgerald Income Trust?

Our Non-Traded REIT Loss Attorneys Are Exploring Unsuitable Investment Recommendations

Shepherd Smith Edwards and Kantas Non-Traded REIT Loss Attorneys (investorlawyers.com) is investigating losses involving Cantor Fitzgerald Income Trust Inc. and the brokerage firms that may have inappropriately marketed and sold this non-traded real estate investment trust (non-traded REIT) to customers. If you are an investor who would like to explore your legal options regarding your portfolio losses, contact our non-traded REIT fraud law firm today.

Non-Traded REIT Fraud Attorneys

Published on: April 2, 2025 | by Shepherd Smith Edwards & Kantas, LLP

Non-Traded REIT Losses May Be Grounds For a Broker Misconduct Case. Our Non-Traded REIT Fraud Attorneys Represent Investors In Pursuing Damages

Shepherd Smith Edwards and Kantas Non-Traded REIT Fraud Attorneys (investorlawyers.com) represent investors who have sustained losses in non-traded real estate investment trusts (non-traded REITs) that were unsuitably recommended to them by a broker-dealer or investment adviser. We are currently investigating claims of losses and/or representing investors who have sustained non-traded REIT losses involving the following:

KBS Real Estate Investment Trust III

Starwood REIT Loss Law Firm

Published on: March 18, 2025 | by Shepherd Smith Edwards & Kantas, LLP

Did You Sustain Losses In Starwood Real Estate Income Trust?

You May Have Grounds For An Investor Lawsuit Against Your Broker-Dealer

Shepherd Smith Edwards and Kantas Starwood REIT Loss Law Firm (investorlawyers.com) is working with investors who may have been unsuitably sold the Starwood Real Estate Income Trust (SREIT) by a financial advisor. Once again, MacKenzie Realty Capital has launched a tender offer to buy up to 150,000 of Class S shares of Starwood REIT for $15.30/share. That is a 30% reduction to Starwood’s most recent estimated NAV as of Nov 30, 2024, of $21.84/share.

Non-Traded REIT Recovery Attorneys

Published on: March 4, 2025 | by Shepherd Smith Edwards & Kantas, LLP

NorthStar Healthcare Income REIT Investor Sues Transamerica Financial Advisors Over Losses. Shepherd Smith Edwards and Kantas Non-Traded REIT Recovery Attorneys are Representing This Claimant In His Six-Figure Lawsuit

Real estate investment trusts (REITs) can be risky investments and they are not suitable for many retail investors and conservative retirees. In Financial Industry Regulatory Authority (FINRA) arbitration, Shepherd Smith Edwards and Kantas (investorlawers.com) is representing a Pennsylvania senior investor who is seeking up to $500K from broker-dealer Transamerica Financial Advisors over losses he sustained in REITs, such as NorthStar Healthcare Income REIT (NHI).

The claimant, as he was nearing retirement, entrusted part of his retirement savings to the broker-dealer and one of its registered representatives. Unfortunately, instead of giving him prudent investment advice, his Transamerica Financial Advisors broker unsuitably recommended risky products, including non-traded REITs.

Non-traded REIT Fraud Lawyers

Published on: January 22, 2025 | by Shepherd Smith Edwards & Kantas, LLP

KBS REIT III Investors May Want To Explore Their Options for Recovering Portfolio Losses. Our Non-traded REIT Fraud Lawyers Continue To Investigate Brokers For Unsuitable Recommendations Of This Alternative Investment

If you are an investor who sustained losses in KBS Real Estate Investment Trust III (KBS REIT III),Shepherd Smith Edwards and Kantas (investorlawyers.com) may be able to help you explore your legal options. Not only has this non-traded real estate investment trust’s net asset value (NAV) seen a significant decline of 30.5% from the previous year to $3.89/share (consider that it was $5.60/share the year prior), but also, last month,

KBS REIT III announced amendments to a loan agreement for one of its properties yet again. The news came soon after the non-traded REIT disclosed it had amended its loan agreement with lenders, including Bank of America.

Non-traded REIT Loss Lawyers

Published on: December 29, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Investors of Lightstone Value Plus REITs May Want to Explore Their Legal Options. Our Non-traded REIT Loss Lawyers Can Help You Assess The Cause Of Your Losses

In New York federal court, a group of investors have filed a class action lawsuit against Lightstone Value Plus REITs I, II, and III. The non-traded real estate investment trusts are sponsored and advised by The Lightstone Group. The claimants contend that thousands of Lightstone REIT investors may have been misled into approving charter amendments that got in the way of the liquidation of their investments.

The class action plaintiffs are pursuing damages for breach of contract, breach of fiduciary duty, and other relief. They allege that because of proxy statements that were misleading and incomplete, officers and directors involved were given more powers. Meanwhile, investors were prevented from realizing the true value of their investments.

San Diego Non-Traded REIT Fraud Law Firm

Published on: September 20, 2024 | by Shepherd Smith Edwards & Kantas, LLP

San Diego Non-Traded REIT Fraud Law Firm

Representing Southern California Investors Against Financial Advisors For Over 30 Years

From our San Diego securities law offices, Shepherd Smith Edwards and Kantas (investorlawyers.com), is representing California investors who sustained losses in non-trade real estate investment trusts (non-traded REITs) that were unsuitably recommended to them by their stockbroker or investment adviser. These real estate investments are generally open to retail investors. However, that doesn’t mean that non-traded REITs should automatically be sold to them.

San Francisco Non-Traded REIT Fraud Lawyers

Published on: September 5, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Representing Investors In The SF Bay Area, Silicon Valley, And Surrounding California Regions

From our San Francisco, CA securities law office, Shepherd Smith Edwards and Kantas San Francisco Non-Traded REIT Fraud Lawyers (investorlawyers.com) represent investors who have suffered serious losses because their financial advisor unsuitably marketed and sold them a non-traded real estate investment trust (non-traded REIT).

In 2011, the Financial Industry Regulatory Authority (FINRA) issued an investor alert cautioning against the risks of this type of real estate investment, which can include illiquidity, restricted early redemptions, and high fees.